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The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor, integrator, and operational leader supporting all aspects of the Bank’s commercial, retail, and institutional investment functions. This role acts as a force multiplier for the CBO—driving execution on priorities, ensuring alignment across Banking leadership, managing cross-functional initiatives, and enabling the CBO to operate at maximum effectiveness. The CoS oversees strategic planning processes, monitors key initiatives, prepares executive-level communication, and partners closely with internal stakeholders to ensure accurate, timely decision-making.

This position requires exceptional business judgment, discretion, organizational agility, and the ability to anticipate needs in a fast-paced, highly regulated financial environment.

Key Responsibilities: Strategic & Executive Support

+ Serve as a trusted advisor and thought partner to the Chief Banking Officer on strategy, operations, and organizational planning.

+ Facilitate execution of the CBO’s priorities by managing workflows, ensuring follow-through on action items, and driving accountability with Banking leadership.

+ Prepare briefing materials, presentations, analysis, and recommendations for the CBO for executive meetings, Board meetings and committees, regulators, and external stakeholders.

+ Support development and execution of the annual strategic plan, budget, and performance goals and measurement for the revenue generating teams of the Bank.

Operational Leadership

+ Coordinate and manage enterprise-wide and banking-specific initiatives, ensuring timely delivery and cross-functional collaboration (e.g., deposit growth, credit portfolio strategy, human capital optimization, digital banking and innovation initiatives).

+ Track performance against KRIs, OKRs, and regulatory commitments; ensure risks and issues are surfaced promptly.

+ Review operational reports, financial results, and dashboards to identify trends, insights, and opportunities for improvement.

Communication & Stakeholder Management

+ Serve as a liaison between the CBO, Banking leadership, and cross-functional partners (Operations, Risk, Compliance, Finance, HR, Digital, Legal).

+ Draft executive communications, leadership updates, talking points, and Board materials.

+ Promote transparency and alignment by managing communication flows across the Banking division.

Project & Meeting Management

+ Lead preparation for Banking leadership team meetings, ensuring agendas, materials, metrics, and decisions are clear and well-organized.

+ Manage special projects as assigned by the CBO, often involving complex requirements and competing resource priorities.

+ Oversee post-meeting follow-up, ensuring decisions translate into actionable plans.

People & Culture Enablement

+ Support organizational design, succession planning, and leadership development initiatives within the Banking division.

+ Help drive a high-performance culture by ensuring teams are aligned, accountable, and supported in achieving strategic outcomes.

+ Serve as an internal sounding board to Banking leaders, helping diagnose challenges and facilitate resolution.

Qualifications: Education & Experience

+ Bachelor’s degree required; MBA or advanced degree in finance, business, or related discipline preferred.

+ 5–7+ years of experience in banking, financial services, strategic planning, management consulting, or executive-level support roles.

+ Experience working closely with senior executives; prior CoS experience preferred.

+ Strong understanding of bank operations, credit/lending, retail/commercial banking, and regulatory expectations a plus.

Skills & Competencies

+ Exceptional analytical, problem-solving, and critical-thinking skills.

+ Strong executive presence with excellent written and verbal communication abilities.

+ Demonstrated project management and organizational capabilities.

+ High level of discretion and ability to handle confidential information.

+ Ability to influence without authority and build trusted relationships across the organization.

+ Comfortable operating in a fast-paced and evolving environment with multiple priorities.

Physical & Work Requirements:

+ Ability to sit, stand, and work at a computer for long periods.

+ Occasional travel to various bank locations (Boston, NY, DC, SF), meetings, or conferences.

+ Hybrid work environment depending on organizational needs.